JITESH DEVRUKHKAR

• Managing 11 Branches ensuring timely follow-up on leads and maintaining accurate records in CRM system.
• Working closely with internal support teams to resolve any client issues or concerns quickly and effectively.
• Collaborated with cross-functional teams to deliver exceptional customer service and drive repeat business.
• Generating leads through cold calling, email campaigns, and social media marketing initiatives.
• Ensuring to achieve Self & Branch Targets by active participation of Branch resources.
• Handling customer relations issues, enabling quick resolution, and client satisfaction.
• Resolving customer issues quickly to close deals and boost client satisfaction.
• Increasing sales revenue by developing and implementing effective sales strategies.
• Maintaining relationships with assigned Branches & mapped Relationship Managers.
• Enhancing team performance by providing ongoing coaching, training, and mentoring to sales officers.

• Achieve given AUM and Revenue targets
• Maintain relationships with the existing network of IFAs
• Recruit potential new IFAs
• Manage, recruit and drive the sales team for meeting efforts and performance targets.
• Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminars
• Developed efficient operational processes to optimize resources and improve overall cluster performance.
• Achieved higher team performance by implementing effective coaching and mentoring strategies for cluster staff.

• Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
• Maintained friendly and professional customer interactions.
• Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
• Engaged employees in business processes with positive motivational techniques.
• To monitor the performance and learning development of Relationship Managers.
• Ensuring the productivity of Branch and Relationship Managers
• Handling all aspects of branch operations and managing customer service desk by servicing queries pertaining to D-Mat and Trading accounts & other Investments.
• Dealt with the customers and facilitate recommendations for investment in Equity, Mutual Fund, PMS, Fixed Income, Life insurance, General Insurance, Fixed Deposits, LAS facility as per their risk appetite and financial goals.
• Account acquisitions through various resource channels
• Managing a team of 5 Relationship Managers KYC and Due diligence of all Customers on timely basis

• Supervised day-to-day operations to meet performance, quality and service expectations.
• Improved customer satisfaction by addressing and resolving complaints promptly.
• Responsible for executing trades for Private Banking customers and maintaining regular
  relationships with Clients.
• Managed risk effectively through diligent monitoring of market trends and client portfolios.
• Achieved high client satisfaction by providing timely and accurate equity trading services.
• Educated clients on equity markets and investment strategies, empowering them to make well-informed decisions.
• Managed portfolios according to established risk strategies.

• Streamlined operations for increased efficiency by identifying bottlenecks in sales processes and implementing targeted solutions.
• Responsible for the day-to-day management of desk operations.
• Liaison with corporate office on various matters & queries involved & ensure timely closure of
  the same.
• Maintained Registers and followed guidelines as per the compliance requirements..
• Maintained client portfolio, advised and guided them from technical as well as fundamental perspective.
• Developed considerable knowledge of several key sectors including financial, retail, and
  consumer products.
• Communicated intraday, delivery calls with Market & Research ideas to customer’s

• Effectively executed orders on behalf of client as per client requisition on NSE / BSE – (Cash, Futures & Options) familiar with terminals like NEAT, ODIN & FLIP.
• Capital Market Operations, Acquisition of new customers for opening Trading & Demat Accounts.
• Maintaining client portfolio, advising and guiding them from technical as well as fundamental
  perspective. Monitoring day to day operations in branch.
• Timely Communicated intraday, delivery calls and communicating ideas to customers.
• Coordinated with concerned departments for timely closure of cases.

• Conducted regular meetings with team to discuss issues, concerns and updates.
• Issue DIS booklet (DRS), Redress Consumer Grievances, Execute Delivery Instruction Slips (DIS),
• Uploading & Downloading Batches, Reporting CDSL,
• Maintained DRS Booklet Stock record,
• Pledging & Revoking Pledge, Transmission, Transfers, Pan Updating Database,

Transferred to New Profile - Mutual fund & IPO Department w.e.f 1st September, 2007

• Data base management, Empanelment of Sub brokers, Bidding IPO forms
• Punching Application forms, redemption, switching, verifying the documents, etc.